Roth Conversion Taxes, SS Strategy, TSP G Fund: Q&A #1940

October 19, 2019

Roth Conversion Taxes, SS Strategy, TSP G Fund: Q&A #1940

Jim and Chris answer questions regarding Roth Conversion taxes, strategies for filing for Social Security benefits, and the TSP G Fund.

14:32 An Iowa listener looks for clarification on how his Roth Conversion would be taxed.

25:55 Jim and Chris address a listener’s quandary on the best strategy for him to begin claiming Social Security benefits, taking into account minor child benefits and his wife’s future spousal benefit.

43:27 A multi-part question from a Virginian, covering Social Security benefits and the TSP G Fund.

1:04:55 Another Social Security strategy question from another Virginia listener.

Podcast: Play in new window | Download (Duration: 1:26:18 — 39.5MB)

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